A single customer responsible for skewing the supply-demand mechanism ? It doesn't sound like the customer is responsible.
The suppliers are doing it to themselves if they rely on uncommitted predictions from their customers. They should smarten up and make them committed numbers or not trust them.
Methinks the suppliers are getting out of a niche and into commodity, which is *far* less profitable per item due to the increased competition among different suppliers, but the increased volume should somewhat make up for that, unless they've managed to sell at a loss.
A few years back we always had too little production creating more demand than supply and rocketing prices for memory. Never heard them chip makers complain nor show mercy on the consumers then.
